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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1001
Mayflower Financial Advisors
Massachusetts
$385K +$6.41K +116 +2%
SFP
1002
Sweet Financial Partners
Minnesota
$383K +$166 +3 +0%
PA
1003
PSI Advisors
Florida
$382K -$29.8K -539 -8%
PGIM
1004
Pacific Global Investment Management
California
$381K -$21.6K -390 -6%
AWA
1005
Acorn Wealth Advisors
Michigan
$378K +$4.92K +89 +1%
PL
1006
Parthenon LLC
Kentucky
$377K -$1.82K -33 -0.5%
ZIC
1007
ZWJ Investment Counsel
Georgia
$373K – – –
AC
1008
Abbrea Capital
California
$373K +$11.6K +210 +3%
HI
1009
Harbour Investments
Wisconsin
$372K +$41K +742 +13%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$371K +$8.35K +151 +2%
NIM
1011
Northeast Investment Management
Massachusetts
$371K – – –
CBA
1012
Coastal Bridge Advisors
Connecticut
$370K +$1.05K +19 +0.3%
NAMP
1013
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$369K +$22.1K +400 +7%
FIM
1014
Fernwood Investment Management
Massachusetts
$367K – – –
TCM
1015
Triumph Capital Management
Colorado
$367K -$663 -12 -0.2%
RCA
1016
Reitz Capital Advisors
Michigan
$367K – – –
MMG
1017
Monetary Management Group
Missouri
$366K – – –
JE
1018
JMAC Enterprises
Pennsylvania
$365K -$56.4K -1,021 -14%
SPIS
1019
Steward Partners Investment Solutions
Oregon
$364K +$35.8K +647 +11%
PWA
1020
Provenance Wealth Advisors
Florida
$363K – – –
WCA
1021
Westover Capital Advisors
Delaware
$363K +$346K +6,264 New
DWA
1022
Douglass Winthrop Advisors
New York
$362K +$3.92K +71 +1%
IW
1023
Imprint Wealth
South Carolina
$361K +$55.3K +1,000 +19%
WIA
1024
World Investment Advisors
California
$358K -$137K -2,487 -30%
WWMSC
1025
Wagner Wealth Management (South Carolina)
South Carolina
$353K -$1.74M -31,405 -84%
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